Wealth Advisors of Tampa Bay’s IBM IBM Stock Holding History

Wealth Advisors of Tampa Bay’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-200	Closed	-$49.7K	–	116
2025 Q1	$49.7K	Buy	+200	New	+$48.9K	0.02%	127

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wealth Advisors of Tampa Bay's IBM Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of IBM (IBM) in Q2 2025, closing a stake of 200 shares — an estimated $49.7K sold.

Wealth Advisors of Tampa Bay first reported a position in IBM in Q1 2025 and held it in 1 quarter. The position peaked at $49.7K in Q1 2025. 3,403 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

Wealth Advisors of Tampa Bay reported no remaining IBM position as of Q2 2025 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 200 IBM shares in Q2 2025, an estimated $49.7K.
Wealth Advisors of Tampa Bay first reported a position in IBM in Q1 2025 and held it in 1 quarter.
Wealth Advisors of Tampa Bay's IBM position peaked at $49.7K in Q1 2025.
3,403 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.